+423.5%
LIN vs AXON
+1,616.3%
-1,192.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.8% | +9.1% | +0.4% |
| 7D | +3.6% | -12.7% | +16.3% | +5.1% |
| 30D | +6.4% | -8.6% | +15.0% | +7.3% |
| 3M | +6.5% | -37.2% | +43.7% | +11.4% |
| 6M | +4.9% | +0.5% | +4.3% | +3.2% |
| YTD | +23.4% | -32.6% | +56.1% | +26.4% |
| 1Y | +26.3% | -40.2% | +66.5% | +31.1% |
| 3Y | +38.0% | +76.1% | -38.1% | +19.2% |
| 5Y | +68.0% | +109.5% | -41.5% | +37.0% |
| All | +423.5% | +1,616.3% | -1,192.8% | +240.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AXON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling